This role is to support our clients Sales and Client Operations teams by managing efficiently and effectively all billing processes. Contacting clients to confirm billing requirements, chasing outstanding PO’s and associated data for inclusion on final invoice.
•Daily management of the outstanding Data tracker, liaising with clients to ensure PO’s, or compulsory invoice data, are obtained in a timely manner so that the candidate engagement process can commence.
•Review Customer Billing Requirements Form (BRF), contact customer’s Accounts Payable team to confirm details are accurate.
•Create a Customer Billing Requirement (CBR) form in Orbit, transferring the data contained in the Client BRF.
•Create Address Book entry (Billing Account Number) in JDE, transferring the data across from the Orbit CBR. •Manage, reviewing and authorise candidate referrals in the Not Ready to Bill (NRTB), Not Ready to Bill- Pending Account Review (NRTB-PAR) and Ready to Bill (RTB) moving the billing status forward to In Progress (Draft).
•Review the In Progress (Draft) billing queue on a daily basis, authorising referrals and moving the billing status to In Progress, so that the JDE billing process can be run.
•Issuing on a daily basis all invoices to clients, ensuring KPI deadlines are met.
•Downloading, on a daily basis, the JDE Sales report which summarises the day’s invoices and revenue figure. •Processing and issuing consolidated invoices at the end of the month, creating new backing sheets and supporting documentation as required. •Uploading invoices via client nominated portals - as directed by the client. •Investigate and resolve invoicing queries as received by the billing team.
•Process Credits and Rebills, as directed by the Investigation team and the Billing Manager, ensuring the necessary approvals have been received.
•Work with the Billing Manager to streamline billing processes and procedures.
The ideal candidate will have a proven experience in a billing function or credit control position. My client is looking for someone who demonstrates a confident customer services manner, strong attention to detail combined with an enquiring mind.
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